EUREKA FINANCIAL PLANNERS, LLC

EUREKA FINANCIAL PLANNERS, LLC is an SEC-registered investment adviser (CRD 269975). Regulatory assets under management: $51.7M.

Registration

• CRD: 269975
• Type: Registered investment adviser
• Phone: 707-268-1395
• Latest filing: 2026-02-11
• Regulatory AUM: $51.7M
• Non-discretionary AUM: $51.7M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search